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SF

Sean C. Forge

AMERICAN ALTERNATIVE CAPITAL
ANN ARBOR, MI 48108
Some features on this profile are disabled
CRD#: 2826077
SF
Sean Christopher ForgeAMERICAN ALTERNATIVE CAPITAL

Professional summary

Sean Christopher Forge is a registered financial professional currently at AMERICAN ALTERNATIVE CAPITAL, LLC located in Ann Arbor, Michigan.

Sean is registered as a RR (Registered Representative) and started their career in finance in 1999. Sean has worked at 6 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sean Christopher Forge's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 4, 2026 - Present

AMERICAN ALTERNATIVE CAPITAL, LLC

Office #1: 3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
BD
CRD#: 309956
ANN ARBOR, MI
Past

January 6, 2021 - June 30, 2025

PACIFIC OAK CAPITAL MARKETS, LLC

BD
CRD#: 309350
COSTA MESA, CA
Past

May 29, 2020 - December 31, 2020

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
CHICAGO, IL
Past

April 19, 2010 - November 12, 2018

KBS CAPITAL MARKETS GROUP LLC

BD
CRD#: 132299
NEWPORT BEACH, CA
Past

October 20, 1999 - February 5, 2009

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

August 16, 1999 - October 6, 1999

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/4/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/26/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/13/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/28/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AA
AMERICAN ALTERNATIVE CAPITAL, LLC
AMERICAN ALTERNATIVE CAPITAL, LLC | LINK ALTS CAPITAL, LLC

CRD#: 309956 / SEC#: , 8-70651

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
Mailing Address
3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
Phone number
(248) 428-8002
Established
Colorado since 07/06/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
CARPE DIEM I, LLCMEMBER
CONCORDE INVESTMENT PARTNERS, LLCOWNER/MANAGING MEMBER
DELUNA, LORI MARIECHIEF COMPLIANCE OFFICER5087442
KAMMEYER, JOSHUA JAMESPRINCIPAL OPERATIONS OFFICER5745175
KAVANAUGH, JASON PATRICKPRESIDENT, DESIGNATED PRINCIPAL2693303

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICAN ALTERNATIVE CAPITAL, LLC

CRD#: 309956Ann Arbor, MI 48108

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